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IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited

Samson Oil & Gas Limited · Apr 16, 2012 · 34 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 1
    IPAA OGIS New York Conference April 2012 Terry Barr, CEO
  2. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 2
    COMPANY SUMMARY Key Statistics Market Capitalization(1) US208 MM Debt(2) Zero Shares Outstanding (6) 87.51 MM (99.9 MM diluted) Average Daily Trading Volume(3) 0.8 Million shares ASX: SSN Average Daily Trading Value(3) US1.9…
  3. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 3
    MANAGEMENT TEAM Years Terry Barr Petroleum Geologist. 35 Chief Executive Officer Cooper Basin Exploration Manager for Santos. Discovered and developed significant volumes of tight gas and oil. ASX: SSN Experienced in start…
  4. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 4
    PROJECT LOCATIONS North Stockyard Project Williston Roosevelt Project Basin Greater Green River Basin ASX: SSN D-J Basin Hawk Springs Project NYSE: SSN Western State GC Oil Field Permian Basin Gulf Coast Basin…
  5. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 5
    CORE PROJECTS: EARLY MOVER INTO OIL PLAYS Exploration Strategy Generates Highest Upside and Returns Drilled first Halliburton JV well; 288 BOPD established Niobrara Oil Shale 18,000 net acres Hawk Springs Project 50 net unrisked…
  6. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 6
    OIL DRILLING DRIVING PRODUCTION 500 475 Gas Asset 459 Sale 450 420 400 381 159 211 350 128 336 315 ASX: SSN 300 247 BOEPD 250 273 Oil 231 207 Gas 200 NYSE: SSN 146 150 300 293 264 100 50 100 104 107 108…
  7. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 7
    OIL PROPORTION INCREASING 100% 90% 31% 28% 35% Percent of Total Daily Production 80% 41% 70% 56% 65% 70% ASX: SSN 60% 85% 50% Gas 40% Oil NYSE: SSN 69% 72% 30% 65% 59% 20% 44% 35% 30% 10% 15% 0% Q1'10 Q2'10…
  8. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 8
    ACREAGE SUMMARY & RESOURCE POTENTIAL *Resource Net *Net (2) *EUR (3) Net to Type Acres Wells (BOE) SSN(4) (MMBO) Niobrara Operated 18,000 56 300,000 16.9 Permian/Pennsylvanian Operated 10,000 250 200,000 50.0 ASX: SSN…
  9. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 9
    NORTH STOCKYARD FIELD NORTH DAKOTA BAKKEN
  10. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 10
    STRATEGIC RATIONALE, NTH. STOCKYARD FIELD Primary production and cash flow engine North Stockyard Field Lower risk infill drilling ASX: SSN Upside from Three Forks NYSE: SSN Activity 4 infill wells in 2012* 2 infill…
  11. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 11
    NORTH STOCKYARD, WILLISTON BASIN 6 by 640 acre Bakken producers, EVERETT frac complete 6 additional infill 1,373 BOEPD initial Harstad 1-15H well (Bluell) 4 infill wells-2012 ASX: SSN RODNEY frac complete 1,100 BOPD initial…
  12. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 12
    ROOSEVELT PROJECT MONTANA BAKKEN
  13. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 13
    STRATEGIC RATIONALE, ROOSEVELT PROJECT Increase operatorship in premier oil play Roosevelt Project Control costs Control pace ASX: SSN Partnership with Tribal Company funded by Quantum NYSE: SSN 1 billion potential*…
  14. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 14
    PHASE 1 AND 2 LEASES Whiting ASX: SSN EOG Roosevelt Project Mixed/ Other Drilling Brigham Activity NYSE: SSN Continental EOG 15
  15. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 15
    ROOSEVELT PROJECT, DRILLING PROGRAM Australia II Well completed, frac complete, running production tubing and then flow back will be underway. Gretel II Well has been flowed back and recovered 12,000 ASX: SSN barrels of water…
  16. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 16
    BAKKEN PETROLEUM SYSTEM Modeled Vitrinite Reflectance Nesson Anticline North Stockyard Parshall-Sanish Roosevelt Project 0.9 ASX: SSN 0.8 0.7 LEGEND Samson Acreage NYSE: SSN 0.6 STRUCTURAL ELEMENTS Oil…
  17. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 17
    PHASE 1 AND 2 LEASES Brigham Beck 15-10 EOG Permits Whiting Brigham Swindle 16-9 IP: 1065 boepd EOG Carat 2-33H Producing ASX: SSN Brigham Rogney 17-8 EOG IP: 909 boepd Roosevelt Project Mixed/ Other Drilling…
  18. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 18
    LEASING PROGRAM 20,283 acres acquired. Subject to a buy back election by the vendor. Leasing and optioned acres will result in the ASX: SSN acquisition of a total gross of 53,000 acres. Samsons net acres after the vendor…
  19. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 19
    ROOSEVELT PROJECT WILLISTON BASIN Next steps Bakken Observe flow back from both Australia II and Gretel II Full time new build skiddable rig Work from known productive locations ASX: SSN Drill 4 wells per 1280 acre standup…
  20. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 20
    FORT PECK COMMUNITY RELATIONS Samson regular visitor to Tribal Executive Board meetings. Has held a community Town Hall meeting to discuss current and future operations plans on the reservation, and to create an open forum for…
  21. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 21
    TRIBAL MEMBERS FOLLOWING THE BLESSING CEREMONY ASX: SSN NYSE: SSN 22
  22. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 22
    HAWK SPRINGS PROJECT DJ BASIN (WYOMING) NIOBRARA
  23. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 23
    STRATEGIC RATIONALE, HAWK SPRINGS PROJECT Emerging oil play Low entry costs Hawk Springs Project Two opportunities ASX: SSN Horizontal Niobrara Initial result (288 BOPD) encouraging Vr data suggest that source NYSE: SSN…
  24. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 24
    HAWK SPRINGS PROJECT D-J BASIN DJ Basin prolific at several stratigraphic levels Including the Niobrara at the Silo Field Samsons Samsons acreage ASX: SSN 18,000 acres strategically located on a resistivity anomaly Bounded…
  25. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 25
    DEFENDER WELL Defender drilled a pilot hole and cored the Niobrara Then drilled a 4,500 foot lateral in the Niobrara Placed 3 million pounds of proppant in a 15 stage plug and perf lateral ASX: SSN Initial pump installed was…
  26. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 26
    DJ BASIN ACTIVITY Samson OG SSN 2011: 6 Wells permitted, 2 wells drilled SSN DVN 18,000 acres 63 square miles of 3D in 2010 RKI: Permitted 4, Drilled 2 First horizontal test August 2011 Samson acreage surrounded by CHK CHK:…
  27. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 27
    HAWK SPRINGS PROJECT D-J BASIN Next steps Niobrara Observe next 20 days production Halliburton to elect second well or not by April 31st If yes Samson fully carried ASX: SSN If no Samson will determine second well or not…
  28. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 28
    FINANCIAL OVERVIEW
  29. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 29
    PROJECT TIMELINE Drilling Program to Appraise, Evaluate and Grow Oil Prospects Q112 Q212 Q312 Q412 Hawk Springs Niobrara Evaluate Defender Well ASX: SSN Roosevelt Project Bakken Drill and Evaluate Appraisal Wells North…
  30. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 30
    CAPITAL PLAN-2012 CALENDAR YEAR 28.0 MM Drilling Budget Targeted to High-Impact Oil Projects Allocated to Oil Projects Focused on Drilling ASX: SSN Montana Acreage North Bakken and Stockyard, (Roosevelt Seismic, 10.0 , 36%…
  31. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 31
    CAPITAL STRUCTURE ALIGNED WITH STRATEGY Zero Debt Debt Adverse Strong Liquidity with US42 MM cash at December 31, 2011 ASX: SSN NYSE: SSN 32
  32. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 32
    UPSIDE CASE *Net Resource *NPV(2) *NAV per share (3) Potential (1 ) Hawk Springs 16.9 MMBO 337 million 3.38 Niobrara Hawks Springs 50.0 MMBO 1,000 million 10.02 ASX: SSN Permian Roosevelt Bakken 32.8 MMBO 656 million 6.58…
  33. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 33
    Cautionary Note In our presentation of the Upside Case, we have provided estimates of our estimated unproved resources, which include our future drilling inventory, and which are different than reserves as defined by the SEC. These…
  34. IPAA OGIS NEW YORK CONFERENCE – Samson Oil & Gas Limited – slide 34
    WHY SAMSON Transformational period underway Growing oil production through the drillbit Four major oil projects with stream of upcoming catalysts As operator of 3 of our 4 major projects, we control development pace Experienced…

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